Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,234 | $109,327-39.4% | $89,391-25.9% | $158,931-58.3% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 13.65% | 345.68%-332.0pp | 245.62%-232.0pp | 302.86%-289.2pp |
| Employer contribution / active EE | $1,736 | $3,170-45.2% | $2,586-32.9% | $4,761-63.5% |
| Participant deferral / active EE | $3,843 | $4,598-16.4% | $3,890-1.2% | $5,982-35.8% |
| Admin fee / account holder | $2,974 | $6,153-51.7% | $4,881-39.1% | $11,247-73.6% |